Live reports are a key function of any effective CRM. The ability to see your data as it morphs from status to status gives you

It’s a shocking figure, but it’s also a reality revealed in a new study by Velocify. This figure, and others, are based on a study of Fortune

Where customer relationship management is a tool to help your team get organized and grow your business, an integral part of any CRM is the

While there might be a shortage of toilet paper in Venezuela (we’ll save that for another day), there certainly isn’t a shortage of people wondering

Every single company that wants to go anywhere needs to have a process. Your process, or workflow, is what moves the business along on a steady

Simply put, a workflow is the ordered steps it takes to get a job done. Workflows usually consist of a list of steps called “statuses”

Our v1.16 update that came out just this week includes some very helpful tools to keep your workflow’s inertia. A huge part of many jobs is getting the

In our connected, social world, customers are more empowered than ever. Couple that with some fine competition in improved customer relationships and you’ve got a pretty high

Any CRM that’s worth its weight has to provide you the tools to manage your customer relationships. A big part of customer relationships these days

Everyone wonders, “what’s in it for me,” especially with some computer software that disrupts what you’ve been doing for years. Really, it all comes down

Tracking your jobs in JobNimbus is useful, but the ability to create, send, manage, and report on estimates takes your workflow to the next level. JobNimbus provides

When you are adding services, products, or people to your company, there are two questions that you have to ask yourself: 1. Is this making me